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Lodestone Wealth Management’s AbbVie ABBV Stock Holding History

Lodestone Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.7K Sell
293
-71
-20% -$15.3K 0.03% 267
2026
Q1 		$79.2K Buy
364
+45
+14% +$9.98K 0.03% 248
2025
Q4 		$72.9K Buy
+319
New +$72.7K 0.03% 249

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lodestone Wealth Management's ABBV Position: Q2 2026 in Review

Lodestone Wealth Management reduced its AbbVie (ABBV) stake by 20% in Q2 2026, selling an estimated $15.3K and leaving 293 shares worth $73.7K. The position accounts for 0.03% of the portfolio, ranked #267.

Lodestone Wealth Management first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.2K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Lodestone Wealth Management held 293 shares of AbbVie worth $73.7K as of Q2 2026.
  • Lodestone Wealth Management sold 71 AbbVie shares in Q2 2026, an estimated $15.3K.
  • AbbVie made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Lodestone Wealth Management first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's AbbVie position peaked at $79.2K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.